Client Relations & Ops Coordinator

Client Relations & Ops Coordinator

Full-Time 25000 - 32000 £ / year (est.) No home office possible
Shackleton Advisers Limited

At a Glance

  • Tasks: Support Financial Consultants and manage client inquiries while preparing meeting materials.
  • Company: Shackleton Advisers Limited, a supportive team-focused company in East Kilbride.
  • Benefits: Opportunities for personal development and a collaborative work environment.
  • Other info: Great chance to grow your career in a thriving industry.
  • Why this job: Join a dynamic team and enhance your skills in client relations and operations.
  • Qualifications: Strong organisational and communication skills with knowledge of financial products.

The predicted salary is between 25000 - 32000 £ per year.

Shackleton Advisers Limited is seeking a Client Relationship Manager & Ops Assistant in East Kilbride. This role involves split responsibilities, providing both administrative support to Financial Consultants and functioning as an Operations Assistant.

Key tasks include:

  • Managing client inquiries
  • Preparing meeting packs
  • Contributing to the distribution of quarterly reporting

The role requires excellent organisational and communication skills along with a strong knowledge of financial products. The company fosters a supportive team environment with opportunities for development.

Client Relations & Ops Coordinator employer: Shackleton Advisers Limited

Shackleton Advisers Limited is an excellent employer, offering a supportive team environment in East Kilbride where employees can thrive and develop their skills. With a focus on professional growth, the company provides opportunities for advancement while ensuring a collaborative atmosphere that values communication and organisation. Employees enjoy a meaningful role in client relations and operations, contributing to the success of financial consultants and enhancing their career in the finance sector.
Shackleton Advisers Limited

Contact Detail:

Shackleton Advisers Limited Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Client Relations & Ops Coordinator

✨Tip Number 1

Network like a pro! Reach out to current or former employees at Shackleton Advisers Limited on LinkedIn. A friendly chat can give us insider info about the company culture and maybe even a referral!

✨Tip Number 2

Prepare for the interview by practising common questions related to client relations and operations. We should also think of examples from our past experiences that showcase our organisational and communication skills.

✨Tip Number 3

Showcase our knowledge of financial products during the interview. We can impress them by discussing recent trends or changes in the industry, proving we’re not just a good fit but also genuinely interested in the role.

✨Tip Number 4

Don’t forget to follow up after the interview! A quick thank-you email reiterating our enthusiasm for the position can keep us fresh in their minds. And remember, apply through our website for the best chance!

We think you need these skills to ace Client Relations & Ops Coordinator

Client Relationship Management
Administrative Support
Organisational Skills
Communication Skills
Knowledge of Financial Products
Meeting Preparation
Reporting Skills
Team Collaboration

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your organisational and communication skills, as these are key for the Client Relations & Ops Coordinator role. We want to see how your experience aligns with the responsibilities mentioned in the job description.

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the role and how you can contribute to our supportive team environment. Don’t forget to mention your knowledge of financial products!

Showcase Relevant Experience: When detailing your previous roles, focus on experiences that relate to managing client inquiries and preparing meeting packs. We love seeing how you've successfully handled similar tasks in the past!

Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from us during the process!

How to prepare for a job interview at Shackleton Advisers Limited

✨Know Your Financial Products

Make sure you brush up on your knowledge of financial products before the interview. Being able to discuss these confidently will show that you're prepared and understand the industry, which is crucial for a role that involves supporting Financial Consultants.

✨Demonstrate Your Organisational Skills

Since the role requires excellent organisational skills, think of specific examples from your past experiences where you've successfully managed multiple tasks or projects. Be ready to share how you prioritised your workload and kept everything on track.

✨Practice Your Communication Skills

As communication is key in this role, practice articulating your thoughts clearly and concisely. You might want to prepare answers to common interview questions and even conduct mock interviews with a friend to build your confidence.

✨Show Enthusiasm for Teamwork

Shackleton Advisers Limited values a supportive team environment, so be sure to express your enthusiasm for collaboration. Share examples of how you've worked effectively in teams and contributed to a positive workplace culture.

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